GeoWealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
1,812
+7
| +0.4% | +$702 | 0.01% | 687 |
|
|
2025
Q1 | $200K | Sell |
1,805
-531
| -23% | -$58.7K | 0.01% | 659 |
|
|
2024
Q4 | $208K | Sell |
2,336
-289
| -11% | -$25.8K | 0.01% | 749 |
|
|
2024
Q3 | $273K | Sell |
2,625
-535
| -17% | -$55.7K | 0.01% | 625 |
|
|
2024
Q2 | $283K | Buy |
3,160
+589
| +23% | +$52.7K | 0.01% | 597 |
|
|
2024
Q1 | $233K | Buy |
+2,571
| New | +$233K | 0.01% | 632 |
|